CLIENT prep forms
CLIENT prep forms
ALL CLIENT & PREP FORMS for INSURANCE & INVESTMENTS VER.1-1-2026
CURRENT investment recommendations
CURRENT investment recommendations
FRANKLIN FUND RECOMMENDATIONS VER. 11-15-2025
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Website LinkS
Website LinkS
NEW- Tools for Financial Professionals
An ENTIRE suite of essential tools to support clients and optimize financial strategies.
This suite INCLUDES CUSTOMIZED SOLUTIONS FOR YOU & YOUR CLIENTS!
INCLUDING
📊 Financial Calculators
🎨 Personality Color Test
🎯 Personality Color Orientation
📖 Survivor Guide
📋 Intake / Referral Sheet
📂 Primerica Documents
FREEDOM FOR FAMILIES - BUSINESS OVERVIEW - ON DEMAND
Answer Financial Partner Portal
African American Leadership Council
FNA - Financial Needs Anylisis
PRI Shareholder Account Manager
Jim's Self Improvement Books Library
Link to ALL Motion Animated Videos
FREQUENTLY DIALED NUMBERS
Ascensus Retirement Plans Resource
888-917-7199
Brookfield Office
262-789-7767
Jim Martinson
414-587-3237
Julie Martinson
414-587-6665
PFS Investments
800-665-8677
PFS Tech Support
888-737-2255
Life Policy Status Line:(24 hours)
770-381-5885
PFS Headquarters Switchboard
770-381-1000
Franklin Templeton - Mark Everswick
612-429-7347
Franklin Templeton Marketing Desk
800-221-3627
Franklin Templeton - Internal
203-703-7030
GOLDEN CIRCLE - through Jim Martinson
888-293-3148
Invesco - Mike Dearth
708-738-5306
Invesco Internal
630-684-8336
Invesco Retirement Help Desk
800-959-4246
Securities Testing (Prometric)
800-578-6273
Regional Licensing Center (RLC- TN,WI)
470-564-6371
Answer Financial (Auto & Home)
877-855-8111
Answer Financial-Andy York DIRECT
865-226-1289
Client Solutions-Leon Vaughn
630-202-8492
Equitable Sales Desk
888-517-9900
Equitable Internal- Rachel Zacchea
201-743-2274
Corebridge - Kyle McClure-External
224-217-8886
Corebridge -Internal
818-737-5176
Jim's Latest
Jim's Latest
"I BELIEVE EVERY ASSOCIATE OF OURS SHOULD LEAD WITH THESE POWERFUL LESSONS"
"Real leadership isn’t about titles, applause, or personality—it’s about purpose, people, and the commitment to build something that outlasts you." - Jim Martinson
Team — if "Leadership That Lasts" resonated with you,
I’d appreciate an honest Amazon review.
Reviews help protect the message, spread the culture, and get this book into the hands of people who need belief and leadership the most.
Thank you for pushing people up — including me.
HERE IS A LINK TO DIRECTLY REVIEW THE BOOK... CLICK HERE
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